HFXE

IQ 50 Percent Hedged FTSE Europe ETF
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88
*Unless otherwise stated, data provided by FactSet.

HFXE Fund Description

HFXE tracks a vanilla index of large- and midcap companies domiciled in developed European nations, with approximately half of its foreign currency exposure hedged into the U.S. dollar.

HFXE Factset Analytics Insight

IndexIQ has brought to the currency hedged ETF market a developed European fund that invests in equities from developed nations within Europe – not just Eurozone nations – with a 50% currency hedge. The fund selects and weights its constituents using plain vanilla market capitalization. For this 50% hedge, the fund’s fee is approximately in line with other hedged products in the segment.

HFXE MSCI ESG Analytics Insight

IQ 50 Percent Hedged FTSE Europe ETF has an MSCI ESG Fund Rating of AA based on a score of 7.30 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IQ 50 Percent Hedged FTSE Europe ETF ranks in the 92nd percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

HFXE Charts And Performance

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Select ETFs to compare their performance:
PERFORMANCE [as of 09/19/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HFXE 5.11% 1.87% 17.62% 4.55% 6.74% -- --
HFXE (NAV) 4.46% 1.67% 17.97% 4.87% 8.84% -- --
MSCI Europe IMI 4.68% 0.84% 14.79% -0.36% 7.27% 2.30% 4.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HFXE Summary Data

IndexIQ
07/22/15
Open-Ended Fund
0.30%
$8.88M
$15.51K
0.25%

HFXE Portfolio Data

$75.08B
17.13
1.78
3.05%
09/24/19
585

HFXE Index Data

Market Cap
Market Cap
MSCI Europe IMI

HFXE Portfolio Management

0.30%
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--
--

HFXE Tax Exposures

20.00% / 39.60%
1.41%
Qualified dividends
No

HFXE Fund Structure

Open-Ended Fund
Yes
Yes
100% / 0%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

HFXE Factset Analytics Block Liquidity

As of 09/20/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of HFXE. HFXE is rated a 4 out of 5.

HFXE Tradability

636
$15.51K
352
$10.17K
0.25%
$0.05
-0.19%
1.21% / -1.81%
None
31.00%
50,000
0.01
0.30%
0.01%
0
$19.85
4

HFXE Sector/Industry Breakdown


HFXE
Segment Benchmark
19.69%
19.78%
13.92%
13.62%
13.82%
13.08%
12.79%
13.59%
11.54%
11.66%
8.40%
7.67%
7.26%
7.20%
5.29%
6.29%
4.00%
3.85%
3.31%
3.26%

HFXE Top 10 Holdings[View All]

3.72%
2.29%
2.19%
1.80%
1.49%
1.49%
1.48%
1.35%
1.35%
1.27%
18.43%

HFXE Countries


HFXE
Segment Benchmark
27.06%
27.44%
16.93%
16.19%
14.49%
14.11%
13.68%
13.35%
5.63%
5.61%
4.68%
4.52%
4.41%
4.92%
3.88%
3.93%
2.72%
2.80%
1.72%
1.92%

HFXE Regions


HFXE
Segment Benchmark
99.66%
99.21%
0.34%
0.79%

HFXE Economic Development


HFXE
Segment Benchmark
99.45%
100.00%
0.55%
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HFXE Performance Statistics

0.97
0.93
0.89
0.99
0.16%
MSCI Europe IMI

HFXE MSCI ESG Ratings

AA
7.30 / 10
44.21
92.21
13.60%
5.53%
143.02

HFXE Benchmark Comparison Holdings

585
1425
533
89.98%

HFXE Benchmark Comparison Summary


HFXE
Segment Benchmark
585
1425
$75.08B
$68.69B
17.13
17.55
1.78
1.79
3.60%
3.52%
Low
Low

HFXE Benchmark Comparison Market Cap Size


HFXE
Segment Benchmark
81.44%
74.69%
18.45%
19.33%
0.11%
5.39%
0.00%
0.59%